Lump Sum10 years ago
$10,000 invested once
$23,434+$13,434 · +134.34%
Total invested$10,000
Annualised (CAGR)+8.92%
Max drawdown-39.16%
SIP · Monthly122 contributions
$100 every month
$21,076+$8,876 · +72.75%
Total invested$12,200
Money-weighted (XIRR)+10.61%
Max drawdown-34.65%
SIP · Biweekly261 contributions
$100 every two weeks
$45,216+$19,116 · +73.24%
Total invested$26,100
Money-weighted (XIRR)+10.70%
Max drawdown-34.76%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$44,510after your settings in LNF.TO
Profit
+$22,310+100.49% on money in
Annualised return
+9.47%Money-weighted (XIRR)
Deepest dip
-37.52%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+7.28% | +11.02% | -0.67% | -3.70% | +19.08% p.a. | +4.82% p.a. | +8.92% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +7.03% | +4.87% | -16.70% | +15.99% | +29.94% | +30.54% | -28.27% | +9.25% | +51.07% | +10.50% | -2.62% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,914 | +$714 | +7.00% |
| 2017 | $11,500 | $12,812 | +$1,312 | +11.41% |
| 2018 | $12,700 | $11,728 | -$972 | -7.65% |
| 2019 | $13,900 | $14,930 | +$1,030 | +7.41% |
| 2020 | $15,100 | $21,034 | +$5,934 | +39.30% |
| 2021 | $16,300 | $28,825 | +$12,525 | +76.84% |
| 2022 | $17,500 | $21,822 | +$4,322 | +24.69% |
| 2023 | $18,800 | $25,099 | +$6,299 | +33.50% |
| 2024 | $20,000 | $39,232 | +$19,232 | +96.16% |
| 2025 | $21,200 | $44,641 | +$23,441 | +110.57% |
| 2026 (YTD) | $22,200 | $44,510 | +$22,310 | +100.49% |
Best 12-month stretch
+109.11%Mar 2020 → Mar 2021
Worst 12-month stretch
-32.08%Nov 2021 → Nov 2022
Deepest drawdown
-39.16%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,162on $10,000, trailing 10 years